Retail Promotions Strategist jobs in United States
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BOK Financial · 10 hours ago

Retail Promotions Strategist

positionTulsa, OK
timeFull-time
remoteOnsite
senioritySenior Level
date5+ years exp

BOK Financial is a top financial institution that offers a range of sophisticated financial products and services, focusing on personalized client relationships. The Retail Banking Offer Strategist is responsible for leading the strategy, development, and execution of targeted initiatives to grow the bank’s deposit portfolio, with a primary focus on cash incentives and promotional offers.

BankingCredit CardsFinancial Services

Responsibilities

You will design and manage incentive programs like account opening bonuses and referral rewards to drive new customer growth
You will develop targeting strategies, eligibility criteria, and financial models to optimize ROI, CPA, CLV, and customer quality
You will collaborate across teams to launch, monitor, and evaluate offers while ensuring financial viability, risk alignment, and compliance
You will conduct A/B testing, cohort analysis, and funnel performance reviews to improve offer effectiveness and product adoption
You will use insights and market intelligence to guide product enhancements, promotional strategies, and strategic recommendations
You will benchmark competitor offers and industry trends to identify gaps, opportunities, and maintain a competitive edge

Qualification

Growth marketingProduct managementCompetitive analysisData-driven decision-makingCash offers managementFinancial modelingA/B testingMarket researchFinancial acumenMicrosoft Office proficiencyCommunication skillsProject managementCross-functional leadership

Required

Bachelor's Degree in Marketing, Business, Finance, or related field
5+ years experience in growth marketing, product management, or retail banking
Proven experience designing and managing cash offers or promotional programs
Strong analytical skills with proficiency in tools like Excel, SQL, or PowerBI
Experience conducting competitive analysis and market research
Excellent communication, project management, and cross-functional leadership skills
Deep understanding of deposit products and consumer banking trends
Strong financial acumen, with the ability to assess program profitability and optimize for long-term value
Experience working with cross-functional teams, including product strategy, finance, legal, and risk management
Ability to synthesize market intelligence into actionable strategies that support competitive positioning
Comfort presenting insights and recommendations to senior leadership and influencing decision-making
Proficiency in A/B testing and experimentation frameworks to drive continuous improvement
Solid PC skills with spreadsheet and word processing software, including ability to function proficiently in a Microsoft Office environment (Word, Excel, PowerPoint)

Company

BOK Financial

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BOK Financial offers financial services to consumers and businesses.
dateFounded in 1910
location
Tulsa, Oklahoma, USA
people-size1001-5000 employees
web-link
https://www.bokfinancial.com

Funding

Current Stage
Late Stage

Leadership Team

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Carrie Clasen Porter
Chief Operating Officer, Wealth Management
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Chris Butta
Senior Vice President , Director-Petroleum Engineering
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Company data provided by crunchbase